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Importing Clients' Information
Before importing your clients into Clear Biz, you must export your clients' information first
from one of the software packages listed on the left side of the menu.
Follow the instructions below on how to export your clients' information into a text/CSV file.
Exporting Clients From MS Excel
STEP 1
Export Excel Screenshot (Step 1)
From the main menu in Excel, go to Icon > Save As > Excel Workbook.
STEP 2
Export Excel Screenshot (Step 2)
Name file, select CSV (.csv) from drop-down list and then click Save.
STEP 3
After export has been finished, click the link below to import file into Clear Biz.
> To import text/CSV file into Clear Biz, click here.
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Have questions? Contact us at 1-866-423-8525 or by email at sales@clear-biz.com